MAPBX Mutual Fund

MAPBX Mutual Fund

NAV$20.78
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Returns Overview

3 Months
+1.32%
6 Months
-0.38%
YTD
+4.90%
1 Year
+4.79%
3 Years (annualized)
+6.92%
5 Years (annualized)
+11.56%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAPBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+5.42%
vs Peers
-0.52%

MAPBX Mutual Fund Performance

MAPBX performance across multiple time periods: YTD 4.90%, 1-year 4.79%, 3-year 6.92%, 5-year 11.56%, 10-year 9.08%.

MAPBX returns trail the peer average of 5.42% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

MAPBX vs another fund shows side-by-side returns. MAPBX alternatives are available in the Mutual Fund Screener.